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Administrator - Wealth management - City, Sheffield, United Kingdom, S1


Administrator - Wealth management


£17,000 - £20, 000

NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the Sheffield area. Our Client holds an excellent reputation within the industry and provide Wealth Management advice to both Private Clients and Business Owners. An exciting, and newly created opportunity is now available to join their client services team as an Administrator

Working from beautiful offices, this role will suit someone who has been working within an IFA / Wealth Management Practice, and who has strong product knowledge, mainly within HNW Pensions & Investments, but those with minimal experience in these fields will also be considered. With excellent experience of delivering a first class service to Clients and Consultant, this role will work directly for two Directors / Financial Planners consisting of;

  • To provide efficient administrative support to a number of IFA's
  • Preparation of correspondence including letters and emails
  • To be a point of contact for IFA's, clients, life offices and members of the business
  • Maintenance of all administration system
  • Ensuring daily workflow is complete
  • Assist with the management of the IFA's portfolio of existing business
  • Prepare new business and review pack
  • Undertake general administration tasks including filing, photocopying and scanning duties

Ideally, those applying will offer whole of the market product knowledge, with strong use of Provider Platforms. Those offering some industry qualifications are of high advantage, however this is not essential. Full study support is on offer for those who are keen to progress.

For further information please contact one of our specialist consultants quoting REF: NJR8969